Revenue segments as reported by the company.

Core Commerce

Cloud Computing

Digital Media & Entertainment

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Product Development

Amortization of intangible assets

Impairment of goodwill

Other gains, net

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Alibaba

Taobao is a Chinese online shopping website, which is operated in Hangzhou, Zhejiang by Alibaba Group. It is one of the world's biggest e-commerce websites, as well as one of the world's top 10 most visited websites according to Alexa. As of February 2018, Taobao has over 580 million monthly active users. Founded by Alibaba Group on May 10, 2003, Taobao Marketplace facilitates consumer-to-consumer (C2C) retail by providing a platform for small businesses and individual entrepreneurs to open online stores that mainly cater to consumers in Chinese-speaking regions (Mainland China, Hong Kong, Macau and Taiwan) and also abroad.

Taobao

South China Morning Post is a century old Hong Kong-based, English-language newspaper. It was aquired in December 2015 for about $266 million as part of its plan to grow its media and entertainment business.

South China Morning Post

Lazada is an e-commerce company in six Southeast Asian countries: Vietnam, Indonesia, Malaysia, Singapore, the Philippines and Thailand and is based in Singapore. Lazada was aquired in April 2016 in a $1 billion deal with its founder, Rocket Internet, making it Alibaba’s largest acquisition to date.

Lazada

AutoNavi is a Chinese map and navigation company, in 2014. The company has been providing mapping data to Google for more than a decade, and it also has connections with Apple Inc.

AutoNavi

Ant Financial (Alipay) is a third-party mobile and online payment platform, established in Hangzhou, China in February 2004 by Alibaba Group and its founder Jack Ma. In 2015, Alipay moved its headquarters to Pudong, Shanghai, although its parent company Ant Financial remains Hangzhou-based.  Alipay overtook PayPal as the world's largest mobile payment platform in 2013. In the fourth quarter of 2016, Alipay had a 54% share of China's US$5.5 trillion mobile payment market, by far the largest in the world, although its share fell from 71% in 2015 as its rival Tencent's WeChat Pay was rapidly catching up.

Ant Financial

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Alibaba reports steady Q1 revenue growth and plans cloud spin-off

Alibaba reported steady revenue growth and a strong focus on core strategies in response to market opportunities. The decision to fully spin off its cloud intelligence group and explore raising external capital reflects a strategic shift towards unlocking shareholder value and global expansion.

Alibaba reports strong Q2 earnings, focuses on AI and international growth

Alibaba Group's Q2 2023 earnings call showcased strong financial performance across various business segments, with a focus on forward-looking statements and strategic investments. The company's digital commerce platforms, cloud segment, and digital media entertainment business group demonstrated notable strengths. However, challenges in navigating the competitive landscape and addressing margin performance for Tmall and Taobao were highlighted. Opportunities lie in leveraging AI and the unique advantage of supply from China for international business growth.

Alibaba reports steady Q3 growth, focuses on AI and cloud

Alibaba's Q3 performance showed revenue growth and improved EBITDA despite challenges in the China market due to COVID.
Strategic investments in AI, cloud computing, and public cloud offerings highlight Alibaba's focus on future growth and innovation.
The company faces challenges in balancing growth, deploying the buyback program effectively, and navigating the impact of COVID on operations.

Alibaba reports solid Q4 results, eyes cloud and global expansion

Alibaba's Q4 performance reflects growth in revenue and EBITDA, driven by strategic focus areas.
Strengths lie in cloud leadership, diversified portfolio, and commitment to enhancing shareholder value.
Challenges include cloud revenue growth, market competition, and balancing profitability with investments.
Opportunities exist in cloud services, AI technology, market expansion, and operational efficiencies.

Alibaba reports solid Q1 earnings, eyes AI revolution and global growth

Alibaba's Q1 2024 earnings call highlighted strong revenue growth, improved EBITDA, and robust free cash flow generation.
The company's focus on user experience, technology innovation, and strategic investments positions it for future growth.
Challenges include margin performance, international competition, and evolving AI landscape, while opportunities exist in AI revolution, cloud services, and overseas commerce.
Alibaba remains confident in maintaining leadership through ongoing investments and strategic positioning in key growth areas.

Alibaba reports robust Q2 earnings, eyes global expansion opportunities

Alibaba's Q2 2024 earnings call highlighted strong financial performance, strategic focus on technology-driven businesses, and market expansion efforts in key regions. Despite challenges related to regulatory restrictions, the company remains well-positioned for growth and value creation for shareholders.

Alibaba reports Q3 revenue growth and plans U.S. market expansion

Alibaba's Q3 2024 earnings call showcased revenue growth, strategic focus on core businesses, and significant shareholder return initiatives. Challenges included decreased non-GAAP net income and widened losses in the AIDC business. Opportunities lie in expanding investments in the U.S. market and improving efficiency in local businesses.

Alibaba reports robust Q4 performance, eyes growth amid challenges

Alibaba's Q4 2024 earnings call highlighted strong financial performance, positive consumer confidence, and strategic initiatives for future growth.
The company's focus on core businesses, AI development, and shareholder returns underscores its commitment to long-term success.
While facing challenges in competitive markets and macroeconomic conditions, Alibaba is well-positioned to leverage opportunities in consumer spending and technology innovation.
By optimizing operations, enhancing user experience, and expanding supply chain capabilities, Alibaba aims to drive sustained growth and shareholder value.

Alibaba excels in Q1 2025 with user-first strategy and cloud growth

Alibaba's Q1 2025 earnings call reflects robust performance, strategic initiatives driving growth, and a focus on profitability. The company's strengths in key segments and plans for expansion signal long-term resilience. Challenges in monetization and competition require careful navigation, while opportunities in new markets and technology advancements offer growth potential.

Alibaba excels in Q2 2025, eyes AI innovation for growth

Alibaba's Q2 2025 performance reflects strong growth in core segments and successful initiatives like the 11-11 Global Shopping Festival. The company's focus on AI and cloud technologies underscores a commitment to innovation and market leadership.
While facing margin and profitability challenges, Alibaba's solid financial position and ongoing investments position it well for future growth. Careful management of fee implementations and a focus on AI-driven efficiencies present avenues for sustained success.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Huge and potentially very profitable. Hardly digitized. Complex and underserved, at least until now.

Alibaba.com Taxis Toward The B2B e-Commerce Runway

Baidu

Tencent Holdings Limited

China's 'BAT' Stocks Are Flying High

Baozun

JD.com

Tencent and two other high-growth Chinese stocks are still firing on all cylinders.

3 Chinese Tech Stocks to Buy Right Now

After an almost 70% rise since the March lows of this year, at the current price of around $295 per share, we believe Alibaba’s stock has more to go. The Chinese leading e-commerce giant was growing fast going into the coronavirus crisis, and the lockdown has only made it stronger as more people.

Alibaba Stock: What’s Happening With China’s Amazon Rival?

NetEase

Major gaming titles from companies including Tencent and NetEase were on the list of banned apps, as well a services from other Chinese technology giants like Baidu and Alibaba affiliate, Ant Group.

India bans 118 Chinese apps, including Tencent's hit games, as border tensions flare up

E-commerce has brought in a logistics boom in China over the last decade, transforming small-town delivery businesses into multinational corporations. One leading player, YTO, is gearing up for international expansion after it secured 6.6 billion yuan or $970 million from its long-time ally and client, Alibaba.

China’s logistics titan YTO nets close to $1B from Alibaba in overseas push

Alibaba Group Holdings Ltd (NYSE: BABA) has increased its ownership interests in the Shanghai-headquartered logistics company YTO Express, the South China Morning Post reported Wednesday.

Alibaba Doubles Stake In Logistics Company YTO Express With $1B Investment

Amazon

Salesforce

Alphabet

Palo Alto Networks

Workday

The five U.S. Cloud Czars are now worth nearly $7 billion, and cloud stocks of all types have been delivering profits in 2020.

7 Hot Cloud Stocks to Buy Now For Long-Term Profits

Alibaba Group Holding (BABA) reportedly plans to increase stake in a courier firm, YTO Express, in a bid to expand its presence in the growing express delivery industry.

Alibaba to Further Invest in Yunda, Boost Delivery Services

Alibaba stock is at an all-time high after a stellar earnings report. But if investors want to wait for the dip, they may be waiting a while.

Buy Alibaba Stock While It’s Still at a Good Valuation

XPeng

Chinese electric vehicle maker Xpeng Inc's (NYSE: XPEV) stock performed extremely well in its first day of trading on the New York Stock Exchange.

Alibaba-Backed EV Maker Xpeng Shoots Up 41% On NYSE Debut After $1.5B IPO

Alibaba can resist Trump Administration pressure because it remains a Chinese company, China's economy is reopening, and its cloud is more capable than America's clouds. 
The post Trump Doesn’t Want You to Invest in Alibaba Stock appeared first on InvestorPlace.

Trump Doesn’t Want You to Invest in Alibaba Stock

Alibaba generates most of its revenue from its core e-commerce business, but its cloud computing business is growing fast.

How Alibaba Makes Money: core e-commerce, cloud computing, digital media and entertainment

IPO Of The Century: A Look Into BABA Partner Ant Financial

Alibaba is in talks with YTO Express Group's founders to raise its stake in the Chinese courier company with an aim to become the top shareholder, two people told Reuters, as it accelerates consolidation in the world's largest express delivery market.

Exclusive: Alibaba in talks to hike stake in Chinese courier YTO Express

The Chinese e-commerce giant is adopting a unique approach to mobile games.

Why Is Alibaba Expanding Its Online Gaming Business?

Officials in Taiwan have ordered Taobao Taiwan to dispose of an investment by the Chinese internet giant.

Taiwan Orders E-Commerce Firm To Divest Chinese Internet Giant Alibaba Group’s Ownership Stake

Chinese internet giant Alibaba Group has put on hold plans to invest in Indian startups as tension between the two countries escalates, Reuters reported Wednesday, citing two unnamed sources. The Chinese group, which has invested more than $2 billion in Indian startups since 2015, plans to freeze new investments in Indian startups for at least […]

China’s Alibaba won’t invest in Indian startups for at least six months, report says

China's Alibaba Group has put on hold plans to invest in Indian companies, two sources aware of the plans told Reuters, amid souring business relations and rising political tension between the two nations after a clash on their Himalayan border.

Exclusive: Alibaba puts India investment plan on hold amid China tensions, sources say

Taobao Live's Growth Story Continues

Chinese billionaire Jack Ma could be about to pull off a record-breaking IPO for the second time.

Ant Group's Chinese IPO could be among the biggest in history

Bezos never projects Amazon earning more money in the coming quarter than in the past quarter or that revenues grow much at all.

Is Alibaba The Better Buy Over Amazon?

Alibaba has successfully put the Covid-19 pandemic in the rear-view mirror. Yet Alibaba stock continues to trade at a discounted valuation.

Alibaba Stock Is a Long-Term Winner Heading for $300

Alibaba stock is valued as if its growth is coming to a quick end. Earnings are yet one more piece of evidence that simply isn't the case.

Strong Earnings Prove the Simple Bull Case for Alibaba Stock

Ant Group, the Chinese fintech giant controlled by Alibaba founder Jack Ma, filed to go public.

News for Alibaba Stock (BABA)